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Introducing Programa’s Product Approvals

Streamline client feedback and approval processes
Programa
Programa
Updated: 03 July 2024

Product Approvals are engineered to streamline designer-client collaboration.

The purpose of this feature is to facilitate valuable client feedback in the design process. By providing a dedicated platform for clients to review and approve or reject products, the feature aims to ensure that their preferences and opinions are effectively captured and integrated.

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Main Benefits Of Product Approvals

  1. Streamlined Review Processes - Within the client dashboard, clients will find a schedule with a notification icon indicating the products that require their attention. By clicking on the schedule, they can access the dedicated Approvals & Feedback tab for review.
  2. Approve or Reject with Ease - Clients have the flexibility to review products either from the summary view or the detailed product view. In the summary view, they can quickly scan through the list of products, make individual approval or rejection decisions, and provide comments or feedback in the provided comment box.
  3. Easy Access to the Client Dashboard - Once you notify your clients about the pending product reviews, they can access their client dashboard by clicking on the provided schedule link in the email notification.
  4. Detailed Product Examination - Clients can also dive into the product details view, where they can review specifications and further information. From there, they can approve or reject the product with a single click and provide specific feedback in the comment box.
  5. Efficient Bulk Actions - To expedite the review process further, clients have the option to bulk approve or reject products. With a simple click on the “Approve All” or “Reject All” button, they can efficiently handle multiple items at once.

Creating & Submitting Approval Requests

Enhance efficiency in your Schedules with our new multi-select feature. Seamlessly update the status of designated items, whether individually or in bulk, by choosing the ‘Client Review’ status. Eliminating unnecessary file exchanges and tedious back-and-forth as our automated email system notifies your clients for quick and convenient reviews within their Client Dashboard.

NEW CLIENT DASHBOARD ALERTS
NEW REVIEW OPTIONS FOR CLIENTS

Client Approval Process

Once notified via email, clients can access their dedicated client dashboard by following the provided schedule link. Within the dashboard, they will find the schedule with a notification icon indicating products requiring their review. By clicking on the schedule, clients can explore the dedicated Approvals & Feedback tab. Here, they have the ability to review and assess the products awaiting their approval or rejection.

With intuitive options available, such as individual or bulk actions, clients can conveniently make decisions and provide specific feedback. The streamlined process enables seamless communication and fosters a productive partnership between clients and designers.

NEW APPROVAL OVERVIEW FOR DESIGNERS

Tracking Approval Statuses and Feedback

Upon receiving notifications in their schedule, designers can access the dedicated Approvals tab, where they gain a comprehensive overview of all products submitted for review. This centralised section allows designers to monitor the status of each item and view client feedback.

By utilising the intuitive interface, designers can easily change the status of specified items, whether through individual or bulk selection. The seamless integration of automated email notifications enables designers to keep clients informed and engaged throughout the approval process. With Product Approvals, designers can streamline their workflow, ensure timely decisions, and maintain effective collaboration with clients.

Available now to Programa users as part of your Pro subscription. Log in or start free.

Table of contents
  1. Simplify Your FF&E Selection Process
  2. Effortless Updates and Revisions
  3. Collaboration Made Easy
  4. Optimized Finishes Schedule Management
  5. The Future Of FF&E With Programa
  6. Interior Design & Architecture Software For Professional Interior Designers & Architects
  7. Recognized for excellence in design software
    1. A Note from Zoe
  8. Join the Future of Design
  9. Interior Design Software For Professional Interior Designers
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
    4. <strong>Why is managing a budget important?</strong>
    5. <strong>Why can getting a budget be so difficult?</strong>
  10. <strong>How It Works</strong>
  11. <strong>Why It Matters</strong>
  12. <strong>Your New Shortcut for Smart Scheduling</strong>
    1. What it does
    2. How it helps:
  13. Where can you find the tool?
    1. We interviewed Director Darren Genner, who shared insights into how Studio Minosa leveraged our platform to optimise their design and documentation process for the award-winning "Terracotta Apartment" project in Alexandria, Sydney.
  14. The Issue
  15. The Solution
  16. The Result
  17. Information about the Programa Terms of Service
    1. 1. Account Terms
    2. 2. Account Activation
    3. 3. Programa Rights
    4. 4. Your Responsibilities
    5. 5. Payment of Fees and Taxes
    6. 6. Confidentiality
    7. 7. Limitation of Liability and Indemnification
    8. 8. Intellectual Property and Your Materials
    9. 9. Additional Services - Programa In App Communication Tools<br />
    10. 10. Third Party Services and Integrations
    11. 11. Beta Services
    12. 12. Feedback and Reviews
    13. 13. Takedown Procedure
    14. 14. Privacy and Data Protection
    15. 15. Programa Contracting Party
    16. 16. Term and Termination
    17. 17. Modifications
    18. 18. General Conditions
  18. <strong>Contact Support</strong>
  19. Why These Events Matter More Than Ever
  20. Where Innovation Meets Implementation In The States
  21. European Design Destinations: Where Dreams Take Shape
  22. Maximizing Your Event Experience
  23. Making It All Work Together
    1. What is a Spec Sheet?
    2. The Power of Programa
    3. Flexible Design Features
    4. Ease of Use
    5. Cost Savings
    6. Increased Productivity
    7. 13 September 2024
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    9. 06 September 2024
    10. 05 September 2024
    11. 03 September 2024
    12. 02 September 2024
    13. Introduction to Programa
    14. Getting Started Dashboard
    15. Schedules
    16. Client Dashboard
    17. Web Clipper
    18. Pinboards
    19. Project Management
    20. Address Book
    21. Invoicing
    22. Product Approvals are engineered to streamline designer-client collaboration.
    23. Main Benefits Of Product Approvals
    24. Creating & Submitting Approval Requests
    25. Client Approval Process
    26. Tracking Approval Statuses and Feedback
Reading: Introducing Programa’s Product Approvals, Streamline client feedback and approval processes
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Introducing Programa’s Product Approvals

Programa introduces Product Approvals, an innovative feature engineered to streamline designer-client collaboration by facilitating valuable client feedback into the design process. This feature provides a dedicated platform for clients to review and approve or reject products, ensuring their preferences and opinions are effectively integrated into the project.

Main Benefits of Product Approvals:

  1. Streamlined Review Processes: Clients can easily review products from the dedicated Approvals & Feedback tab within the client dashboard, streamlining the review process.
  2. Easy Approval or Rejection: Clients have the flexibility to approve or reject products with ease, either from the summary view or the detailed product view, and provide specific feedback.
  3. Efficient Bulk Actions: Clients can expedite the review process by bulk approving or rejecting products with a single click, enhancing efficiency.

Creating & Submitting Approval Requests: Enhance efficiency in your Schedules with the new multi-select feature, allowing seamless updating of item statuses to 'Client Review' status. Automated email notifications notify clients for quick reviews within their Client Dashboard, eliminating tedious back-and-forth.

Client Approval Process: Upon receiving email notifications, clients can access their dedicated client dashboard to review products awaiting approval. With intuitive options for individual or bulk actions, clients can conveniently make decisions and provide specific feedback, fostering productive collaboration.

Tracking Approval Statuses and Feedback: Designers can monitor the approval status of submitted products and view client feedback in the dedicated Approvals tab. The intuitive interface allows for easy status changes, ensuring timely decisions and effective collaboration with clients.

Product Approvals is available now to Programa users as part of the Pro subscription. Log in or start your free trial today to streamline your designer-client collaboration.